+239.3%
EQIX vs AU
+757.3%
-518.0%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.5% | +0.1% |
| 7D | +2.3% | +0.6% | +1.7% | +2.3% |
| 30D | +0.4% | +12.3% | -11.9% | -0.7% |
| 3M | -1.1% | +29.4% | -30.5% | -3.6% |
| 6M | +11.5% | +3.2% | +8.2% | +10.3% |
| YTD | +38.2% | +31.8% | +6.4% | +33.3% |
| 1Y | +36.7% | +83.4% | -46.7% | +27.5% |
| 3Y | +44.1% | +623.1% | -579.0% | +16.5% |
| 5Y | +34.8% | +700.5% | -665.7% | +6.7% |
| 10Y | +248.8% | +717.6% | -468.8% | +163.5% |
| All | +239.3% | +757.3% | -518.0% | +200.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded AU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling